Case Study: The W2 Group increases profitability with BQE Core

The W2 Group - Customer Case Study

The W2 Group is a Washington, D.C.-based accounting, tax, and financial planning firm that experienced rapid growth and needed better visibility into which clients and projects were truly profitable. To manage limited time more effectively, the firm needed deeper insight into project performance and a clearer way to structure fixed-fee contracts. BQE Core was the project management, time and expenses, and billing platform they chose to help solve these challenges.

With BQE Core, The W2 Group was able to quickly migrate data, adopt the system with minimal training, and improve visibility into profitability, work in progress, unbilled clients, and project performance. The firm reported significant time savings, greater efficiency, and stronger project management, while also increasing margins. As a result, The W2 Group now recommends BQE Core to its clients running project-based businesses.

The W2 Group

Jeff Wilson II

Founder & Principal